Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
How Real Advisors Can Steal the Robo-Advisors’ Advantage
By Gil WeinreichFlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
June 09, 2014
The Bears Haven’t Surrendered YetMarkets have reached new highs, yet equity ownership has fallen to the lowest level in more than a half-century, Ritholtz says in a Bloomberg blog.
June 09, 2014
Tibergien, Shea: How Advisors Can Rebuild Industry ImageThe Pershing and BNY executives at INSITE outline steps advisors should take to boost business and financial literacy.
June 08, 2014
Why Stocks Are at a ‘Permanently High Plateau’There are some serious factors that are driving todays all-time highs.
June 06, 2014
Diversification Is Futile; Economy a ‘House of Cards’: Axel MerkInvestors cannot rely on traditional investment principles at a time when government and consumers have a common interest in currency debasement, says Axel Merk.
June 05, 2014
PIMCO’s Gross Cruises Into ‘New Neutral’PIMCO leader mixes metaphors as he explores Feds New Neutral goal and what it means for investors. Oh, he also doesnt own a cellphone.
June 05, 2014
Top 25 Indie BDs by Annual RevenueAll 58 presidents in Investment Advisor's 2014 BD Reference Guide poll said they believed in the viability of the IBD model.
June 04, 2014
FINRA Fines Barclays, Merrill, Goldman Over Inaccurate ‘Blue Sheet’ DataFINRA fined the banks $1 million each for failing to provide complete and accurate information about trades performed by the firms and their customers.